BBI

Baxter Bros Inc Portfolio holdings

AUM $865M
1-Year Est. Return 20.58%
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.07M
3
+$800K
4
MS icon
Morgan Stanley
MS
+$541K
5
UBER icon
Uber
UBER
+$354K

Top Sells

1
+$3.04M
2
+$2.78M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.28M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

Sector Composition

1 Financials 24.98%
2 Technology 23.94%
3 Industrials 12.77%
4 Communication Services 12.14%
5 Energy 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.38%
123,890
-20,236
52
$2.88M 0.37%
11,568
-1,076
53
$2.86M 0.37%
50,354
+18,866
54
$2.79M 0.36%
10,929
-150
55
$2.76M 0.36%
4
56
$2.66M 0.35%
13,940
-741
57
$2.65M 0.34%
33,905
-1,990
58
$2.6M 0.34%
36,217
-3,838
59
$2.45M 0.32%
18,003
-4,427
60
$2.39M 0.31%
51,429
+119
61
$2.16M 0.28%
16,420
62
$2.06M 0.27%
6,208
-705
63
$2.04M 0.27%
7,071
+5,081
64
$2.03M 0.26%
19,531
-2,050
65
$1.97M 0.26%
22,352
+2,567
66
$1.97M 0.26%
89,161
+1,387
67
$1.96M 0.26%
39,356
-6,650
68
$1.85M 0.24%
63,919
-756
69
$1.83M 0.24%
18,900
-1,515
70
$1.78M 0.23%
7,333
-474
71
$1.77M 0.23%
44,560
-70,070
72
$1.75M 0.23%
1,978
+20
73
$1.72M 0.22%
15,120
-1,414
74
$1.6M 0.21%
3,089
-175
75
$1.44M 0.19%
3,458
-595
1 2
3
4 5